Price
$232.57+7.57%Social Signal Score
Analyst Ratings
11 analysts52-week range
- Last close
- $232.57
- Off 52w high
- -18.9%
- 200-day average
- $168.50
- vs 200-day
- +38.0%
Revenue
$582.30M+89.53%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Arkady Volozh
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 1,543
- Beta
- 1.46
- Country
- NL
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 2.55
Financials
Revenue
$582.30M+89.5%Net Income
$-190.40M-589.4%EBITDA
$83.80M-12.9%Free Cash Flow
$-3.41B-6382.4%EPS (diluted)
$-0.68-666.7%Shares Outstanding (diluted)
280.38M-14.3%Operating Expenses
$364.90MCash & Debt
$8.04BReturn of Capital
$0.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $529.80M | $101.70M | $0.11 |
| 2024 | $117.50M | $-641.40M | $-2.28 |
| 2023 | $20.90M | $241.30M | $0.65 |
| 2022 | $13.50M | $745.60M | $2.03 |
| 2021 | $4.76B | $-196.01M | $-0.54 |
| 2020 | $2.95B | $333.49M | $0.98 |
| 2019 | $2.83B | $204.48M | $0.63 |
| 2018 | $1.83B | $659.88M | $2.02 |
| 2017 | $1.63B | $159.35M | $0.49 |
| 2016 | $1.23B | $110.50M | $0.40 |
| 2015 | $831.55M | $134.61M | $0.51 |
| 2014 | $827.16M | $277.31M | $1.11 |
| 2013 | $40.00M | $14.00M | $0.04 |
| 2012 | $28.00M | $8.00M | $0.02 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from NBIS's reported EPS growth of 12.4% a year over 13 years.
- EPS in 5 years
- $0.72
- Implied price
- $12.98
- Return from $242.81
- -44.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $6.45 — -97.3% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 2.4% | -53.2% | -51.1% | -49.3% | -47.7% | -46.3% |
| 7.4% | -51.0% | -48.7% | -46.8% | -45.1% | -43.7% |
| 12.4% | -48.7% | -46.3% | -44.3% | -42.6% | -41.0% |
| 17.4% | -46.4% | -43.9% | -41.9% | -40.0% | -38.4% |
| 22.4% | -44.1% | -41.6% | -39.4% | -37.5% | -35.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-40.00%Social Signal Score
Mentions (100)
- Newszacks.com·1d ago·Negative
Nebius Strengthens Token Factory With Inferize Acquisition NBIS acquires Inferize to boost Token Factory's inference, reduce cold starts and improve GPU utilization as AI workloads scale.
View source ↗ - Newsfool.com·4d ago·Negative
This AI Infrastructure Stock Is Up 177% in 2026, and It Is Significantly Cheaper Than Nebius DigitalOcean's revenue pipeline is growing at an incredible pace. The company's full-stack AI platform is encouraging customers to spend more money on its solutions.
View source ↗ - Newsseekingalpha.com·4d ago·Negative
Why Hyperscalers Need Nebius (And Not The Other Way Around) Nebius rents 12 of its 16 sites, so it avoids the conversion costs and multi-year timelines of competing ex-crypto miners, and monetizes faster. GPU rental prices are rising about 20% this month (B300: from $8.10 to $9.70 per hour), and short-term auctions close at $40-50M per MW versus $20-25M for long-term contracts. Q2 revenue grew 454% YoY to $582M versus 251% for costs, though losses persist due to depreciation and heavy CAPEX. I b
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Nebius: Transforming From GPU Landlord To Sovereign AI Architect Alliances with Nvidia and Palantir are transforming Nebius into an architect of sovereign AI. I expect long-term contracts to rise to $50M per 1 MW by 2030, which will increase annual revenue to $28.57B. The discount based on EV/EBITDA presents an excellent entry point for a DCA strategy.
View source ↗ - News247wallst.com·5d ago·Negative
Just How Exposed is Nebius at $235? Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how much has to go right before today's shareholders
View source ↗ - Newsfool.com·5d ago·Neutral
Nebius Chief Revenue Officer Liquidates Entire Directly-Held Shares for $1.5 Million CRO Marc Boroditsky sold 7,000 shares on September 14, 2026, for a total value of ~$1.5 million. The transaction liquidated 100% of the insider's direct equity position of Class A shares.
View source ↗ - Newsinvezz.com·6d ago·Positive
Why is Nebius stock rising in premarket today Nebius stock NBIS gained 2% in premarket trading on Wednesday after William Blair initiated coverage of the AI-focused cloud provider with an ‘Outperform' rating. Analyst Jason Ader said Nebius has several attributes that could help it become a differentiated AI-native cloud platform, including infrastructure scale, software capabilities, major customer relationships and access to low-cost capital, according to TheFly.
View source ↗ - News247wallst.com·7d ago·Negative
Nebius' Strong Signal Is Going to Move Markets in the Coming Days Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually reaches the bottom line.
View source ↗ - Newsfool.com·8d ago·Negative
Nebius Is Raising the Price of Its AI Compute on Oct. 1. Here's What That Says About the Shortage. Nebius' on-demand hourly rates for four Nvidia GPU models climb between 17% and 21% on Oct. 1. Management says it could sell all its 2027 capacity today on the terms of its newest contracts.
View source ↗ - Newsproactiveinvestors.com·11d ago·Negative
Nebius gets BofA boost as AI infrastructure revenue outlook climbs Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its fiscal 2027 revenue estimate to $12.7 billion from its previous forecast, compared with Street expectations of $12.2 billion, and raised its fi…
View source ↗ - Newsfool.com·11d ago·Positive
Why Nebius Stock Surged Higher Today One analyst thinks Nebius Group stock will soar to $399 per share. That's another 76% gain even after nearly tripling already this year.
View source ↗ - Newsinvezz.com·11d ago·Positive
Why is Nebius stock soaring 9% today Nebius Group (NBIS) stock jumped 9% on Thursday after Bank of America raised its revenue expectations for 2026, 2027 and 2028. BNP Paribas also upgraded the shares to Outperform from Neutral and raised its price target to $399 from $260.
View source ↗ - Newsbenzinga.com·11d ago·Positive
What Is Going on With Nebius Stock on Thursday? Nebius Group N.V. (NASDAQ:NBIS) stock jumped to 9% Thursday after BNP Paribas upgraded the stock to Outperform from Neutral and raised its price target to $399 from $260.
View source ↗ - News247wallst.com·12d ago·Neutral
The One Neocloud I Keep Buying Again and Again Has a Secret One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.
View source ↗ - Newsseekingalpha.com·12d ago·Negative
Nebius Just Made Its 2027 Setup More Powerful Nebius raised major GPU prices 17% to 21%, while short-duration capacity negotiations reach $40 million to $50 million per megawatt. Q2 revenue surged 454% to $582.3 million, while four major contracts generated $20 million to $25 million ACV per megawatt. Customers fund 50% to 60% of associated capex upfront, while expected project payback has compressed to roughly 22 months.
View source ↗ - News247wallst.com·13d ago·Neutral
Here's What Nebius' Top Line AI Compute Expansion Means for Prices Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a more complicated story than the tripling share price
View source ↗ - Newsfool.com·14d ago·Negative
Prediction: This Is What a $1,000 Investment in Nebius Group Will Be Worth by 2027 Nebius's rapid growth makes the company worth investing in. Nvidia has already taken a large stake in Nebius due to confidence in the company's success.
View source ↗ - Newsseekingalpha.com·14d ago·Positive
… Conversion Funnel Nebius Group N.V. is rated a cautious Buy, reflecting strong AI infrastructure demand but significant execution and capital allocation challenges. NBIS's investment case hinges on rapid capacity deployment, financing growth with minimal dilution, and building durable customer relationships via software and managed services. Recent contract pricing and prepayments validate scarcity economics, yet future returns depend on converting contracted power to revenue-generating capacit…
View source ↗ - Newsseekingalpha.com·15d ago·Neutral
…k Nebius Group N.V. remains a Buy, with the investment case centered on its ability to leverage AI infrastructure scarcity into pricing power and capital efficiency. NBIS is raising GPU compute prices amid strong demand and limited capacity, while also innovating with financing structures to fund rapid infrastructure expansion. Valuation is demanding at 5.1x forward sales, with a base case price range of $285–$325 per share, requiring earnings growth to outpace financing costs and dilution.
View source ↗ - Newsseekingalpha.com·18d ago·Positive
Nebius Sees A Game-Changer With The Price Increases Nebius Group (NBIS) remains a high-conviction bullish call, with a 40% 12-month upside and potential for doubling in two years. NBIS's repeated GPU and CPU price hikes, innovative auction-based pricing, and robust demand signal strong pricing power versus hyperscaler competition. Accelerating customer prepayments and short-term contracts are shortening CAPEX payback periods to under two years, supporting aggressive expansion.
View source ↗ - Newsfool.com·18d ago·Positive
Why Nvidia-Backed Nebius Group Stock Skyrocketed Thursday Morning Nebius will raise prices for its on-demand GPU compute by roughly 20% beginning next month. The company is racing to meet the unprecedented demand.
View source ↗ - Newsseekingalpha.com·18d ago·Negative
Nebius: You Don't Raise Prices Into A Slowdown Nebius Group N.V. is reportedly raising prices, even on four-year-old chips like the H100s. We think Nebius and the neocloud peer group, while extremely volatile, have the upper hand on pricing in the short term with Vera Rubin coming out. The price hikes also confirm that despite Amodei, Altman, and Musk agreeing to pace AI, no real demand slowdown is happening.
View source ↗ - Newsreuters.com·18d ago·Neutral
Nebius hikes AI cloud prices again as demand for computing power soars Cloud provider Nebius said on Thursday it will raise pay-as-you-go prices for leasing selected Nvidia chips from October 1, marking the company's second price hike in three months.
View source ↗ - News247wallst.com·19d ago·Negative
Nebius Is Still Down 21% in a Month: Did Today Just Mark the Bottom? Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day bids that haven't held.
View source ↗ - Newsseekingalpha.com·20d ago·Neutral
Nebius: The AI-Pocalypse Panic Is A Buying Opportunity Nebius is reaffirmed at a buy rating due to sustained hypergrowth, robust demand, and improving profitability. The company raised year-end contracted capacity guidance to 5GW, with strong pricing power reflected in rising ACV per MW. Adjusted EBITDA margin reached 41% in Q2, with narrowing net losses and a comfortable debt-to-equity ratio of 1.7, supporting ongoing CapEx.
View source ↗ - News247wallst.com·21d ago·Neutral
Nebius Tanked This Month: A Resolute Wall Street Pro Expects 95% Gains Over The Next Twelve Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the stock to nearly double from here.
View source ↗ - Newsbenzinga.com·21d ago·Positive
Nebius Shares Up 3% After Key Trading Signal Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
View source ↗ - News247wallst.com·21d ago·Neutral
Nebius Keeps Getting My Money. There Is One Reason and It Is Not Hype. A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings.
View source ↗ - Newsfool.com·26d ago·Neutral
Can New Era Energy & Digital Become the Next Nebius Group? New Era Energy & Digital has limited capital to build out its 8.4-gigawatt portfolio. Hyperscaler deals could unlock additional lending capital and lead to prepayments, making the build more financially feasible.
View source ↗ - Newsbenzinga.com·26d ago·Neutral
Nvidia Blackwell Demand Sent Nebius Auction Prices 20% Higher Artificial intelligence infrastructure companies have spent the past two years raising prices as demand for high-end GPUs outpaced supply. Nebius Group N.V.
View source ↗ - News247wallst.com·26d ago·Negative
Should You Grab Nebius In Anticipation of Full Capacity Pricing? Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to.
View source ↗ - Newsseekingalpha.com·27d ago·Neutral
Nebius Stock Is Actually Cheap NBIS is signing multiyear AI-cloud contracts exceeding $1 billion on average, supported by strong demand for GPU capacity and attractive contract economics. Customer prepayments cover 50% to 60% of associated capacity capex, improving cash conversion and reducing capital payback periods. Nebius charges $7.15 per hour for B200 capacity, above the broader market benchmark, while short-duration capacity can earn materially higher revenue per megawatt of capacity.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Nebius Group N.V. (NBIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Nebius Group N.V. (NBIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsfool.com·27d ago·Neutral
Why Nebius Stock Jumped Today Palantir and Nebius announced a partnership to work together on sovereign AI. The move should give Nebius access to a valuable new customer base.
View source ↗ - Newsbenzinga.com·27d ago·Positive
Nebius Shares Rise Nearly 7% After Key Trading Signal Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
View source ↗ - Newsinvezz.com·27d ago·Neutral
Here's why Nebius stock is soaring today and what to expect next Nebius stock surged by over 10% today, September 8, continuing a recovery that started on Tuesday last week when it bottomed at $194.76. It jumped to a high of $250, its highest level since August 18 this year, mirroring the performance of other neocloud companies like CoreWeave and IREN.
View source ↗ - Newsseekingalpha.com·27d ago·Neutral
Nebius: Wall Street Is Watching The Wrong Number Nebius targets $3.0-$3.4 billion 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increased substantially to 5 GW. Customer prepayments may exceed $9 billion in 2026, with recent contracts covering roughly 50%-60% of associated infrastructure CapEx.
View source ↗ - Newszacks.com·28d ago·Neutral
Nebius Stock Up 254% in a Year: Should You Buy, Hold or Sell? NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.
View source ↗ - Newsfool.com·29d ago·Neutral
Jensen Huang Just Said a 1-Gigawatt Facility Is Worth $50 Billion to $60 Billion. Here's What That Means for Neocloud Stocks Like Nebius. Jensen Huang recently valued a 1-gigawatt facility at $50 billion to $60 billion. Higher data center valuations can help neoclouds secure more lucrative deals, which directly translates into higher prepayments.
View source ↗ - Newsfool.com·30d ago·Positive
Meet the Nvidia-Backed Stock That's Growing at a 454% Pace (It's a Screaming Buy Right Now) Nebius's neocloud business is booming thanks to a strong partnership with Nvidia. Nebius' growth rate is almost hard to believe.
View source ↗ - Newsseekingalpha.com·31d ago·Neutral
…us Group N.V. remains a buy as its asset-light AI-PaaS model accelerates capacity expansion, drives high-margin software economics, and leverages $9B in prepayments. NBIS's asset-light franchise model offloads CapEx to partners, enabling rapid scaling, high ROIC, and decoupling free cash flow from CapEx burn as next-gen silicon clusters deploy. Despite concerns over 5-year depreciation vs. 2-year GPU obsolescence and $5.75B in convertible debt, I see no immediate impairment risk before 2028–2029…
View source ↗ - Newsseekingalpha.com·31d ago·Positive
Nebius: Surging Spot Prices Has Me Bullish For Next Year Nebius (NBIS) remains a Strong Buy as it executes on rapid backlog growth, robust GPU rental pricing, and secured capital for expansion. NBIS's unit economics are improving, with GPU price hikes passed through to contracts, shielding margins and supporting 50% adjusted EBITDA margins in Q2. Deferred and contracted revenues are surging, with a $40 billion backlog and guidance for at least 1GW annual capacity additions through 2027.
View source ↗ - Newszacks.com·31d ago·Neutral
Will Nebius Group's Mega AI Deals Power Its 2027 Growth Story? NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.
View source ↗ - Newsbarrons.com·32d ago·Neutral
Why Nebius Group Should Find A Floor at Current Levels Technical indicators speak to upside of almost 50% by year end.
View source ↗ - Newsbenzinga.com·34d ago·Positive
Nebius Shares Rise Over 3% After Key Trading Signal Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
View source ↗ - News247wallst.com·34d ago·Positive
What to Understand Before Buying Nebius Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill looms.
View source ↗ - Newsfool.com·37d ago·Positive
Nebius: Massive Billion-Dollar AI Deals Raise Critical Stakes Nebius (NBIS -4.26%) is turning extraordinary demand for AI infrastructure into billion-dollar contracts, rapid revenue growth, and additional capacity. Its latest quarter provides powerful evidence that commercial momentum is accelerating, but after a massive stock rally, investors must decide whether execution can grow fast enough to support the valuation.
View source ↗ - Newsfool.com·38d ago·Neutral
Nebius Stock Surged 200% in Just 1 Year. Is It Still a Buy? Nebius stock just delivered another spectacular quarter. Here's what investors need to know before chasing the AI stock.
View source ↗ - News247wallst.com·39d ago·Positive
Palo Alto Networks' CEO Says Nebius Is in a Different League. Is This ‘Neoscaler' a Buy? The AI infrastructure boom is creating a peculiar investing landscape. Demand for computing power is running ahead of available supply, allowing companies that own GPUs and data-center capacity to command premium prices.
View source ↗ - Newsinvezz.com·40d ago·Neutral
Nebius stock outlook as Nvidia predicts robust AI growth Nebius stock jumped by over 6% in the extended hours as technology companies reacted to the strong Nvidia earnings, which painted a rosy color on the booming AI industry. It rose to $215 after ending the day at $213.
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
Nebius: A Powerful 5-Year Opportunity Nebius Group N.V. is rated Buy due to exceptional execution, robust demand, and strong earnings momentum in the neocloud sector. NBIS's Q2 2026 revenue surged 454% YoY to $582.3M, with ARR up nearly 600% YoY and EBITDA margins at 49.7%. Nvidia's 9.3% equity stake and favorable debt terms reduce execution and capital risks, supporting NBIS's aggressive capacity expansion.
View source ↗ - Newsseekingalpha.com·41d ago·Positive
Nebius: Riding At The Front Of The AI Buildout Nebius remains a Strong Buy, driven by its leading position in the AI and data center narrative. NBIS has surged nearly 61% since prior coverage, far outperforming the benchmark's 6% return. Multi-year catalysts include hyperscaler capex cycles, robust AI funding appetite, and multi-year technology deals supporting >500% revenue growth.
View source ↗ - Newsseekingalpha.com·41d ago·Positive
…More Than An AI Cloud Nebius Group is positioned as a premium AI cloud intermediary, leveraging scarce, production-ready capacity and a full-stack operational model. NBIS's contract economics are robust, with >$1B deals, 70% prepayments, and a 22-month payback, fueling a self-reinforcing expansion and funding flywheel. Valuation is rich at ~25x current-year revenue but justified by NBIS's superior growth, asset-light expansion, and strong customer commitments exceeding $40B.
View source ↗ - News247wallst.com·41d ago·Negative
Nebius Rises 4% Despite Adding $5.75B in Convertible Debt, Snapping a Six-Session Slide Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is up 4% to $218.47 Tuesday midday, snapping a six-session losing streak that had built as the market braced for a large convertible deal.
View source ↗ - Newsseekingalpha.com·41d ago·Negative
Nebius Is Building Faster Than The Market Realizes Nebius Group N.V. revenue surged 454%, while AI Cloud EBITDA margin reached 50% and ARR expanded to $3 billion. Short-term capacity commands $40 million to $50 million per megawatt, signaling substantial scarcity and improving pricing power. Nebius targets more than 1 gigawatt of 2027 deployment while customer prepayments should exceed $9 billion during 2026.
View source ↗ - Newsbusinesswire.com·42d ago·Neutral
…le senior notes, with aggregate gross proceeds of approximately $5.75 billion AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), the AI cloud company, today announced the closing of its previously announced offering of convertible senior notes, in two series: 0.50% convertible notes due 2030 (the “2030 Notes”) and 4.50% convertible notes due 2034 (the “2034 Notes”, and together with the 2030 Notes, the “Notes”), in a private offering to qualified insti…
View source ↗ - News247wallst.com·43d ago·Negative
Is Nebius Overvalued or Digesting Debt for Something BIgger and Better? At $219.13, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) sits at a crossroads.
View source ↗ - Newsfool.com·44d ago·Positive
Nebius Just Raised $5 Billion in Convertible Notes Against a $1.4 Billion Revenue Base. Are We In a Bubble? Nebius priced $5.0 billion of convertible senior notes on Wednesday, upsized from a proposed $4.5 billion. The notes convert at $313.46 and $324.65 per share, premiums of about 40% and 45% over Wednesday's close.
View source ↗ - Newsfool.com·45d ago·Negative
Why Did Nebius Stock Plunge This Week? Nebius shareholders should expect more debt ahead. That's not necessarily a bad thing, though.
View source ↗ - Newsfool.com·45d ago·Neutral
Nebius Stock: A High Risk, High Reward Investment? Nebius (NBIS -0.45%) is one of the fastest-growing companies in the world.
View source ↗ - Newsfool.com·46d ago·Negative
Nebius Group Stock Climbed 40% in Less Than 2 Weeks: Is the High-Growth Leader Still a Bargain? Nebius is thriving amid the AI infrastructure build-out, thanks to a shortage of compute capacity. Nebius is unprofitable, but that makes sense considering the environment it's operating in.
View source ↗ - Newsbenzinga.com·46d ago·Neutral
Stock of the Day: Is Nebius About to Reverse? Nebius Group N.V. (NASDAQ:NBIS) shares are lower Thursday.
View source ↗ - Newszacks.com·46d ago·Positive
Nebius vs. Super Micro: Which AI Infrastructure Stock is a Better Buy? SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.
View source ↗ - Newsseekingalpha.com·47d ago·Positive
Nebius: The Market Is Arguing About The Wrong Number Nebius Group is rated a buy due to innovative pricing, strong management, and significant revenue visibility. NBIS posted 454% YoY revenue growth, a 41% EBITDA margin, and leverages customer prepayments to fund capex efficiently. Contracting strategy enables premium pricing and rapid payback, with Meta's $27B agreement providing major forward revenue visibility.
View source ↗ - Newsbusinesswire.com·47d ago·Neutral
…icing of upsized private offering of $5.0 billion of convertible senior notes AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), the AI cloud company, today announced the pricing of its offering of $5.0 billion aggregate original principal amount of convertible senior notes, in two series: $3.0 billion aggregate original principal amount of 0.50% convertible notes due 2030 (the “2030 Notes”) and $2.0 billion aggregate original principal amount of 4.50%…
View source ↗ - Newsfool.com·47d ago·Negative
Stock Market Today, Aug. 19: Nebius Falls 10% on $4.5 Billion Convertible Note Offering On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.
View source ↗ - News247wallst.com·47d ago·Negative
Nebius Group Sinks 13% on $4.5B Convertible Note Offering and Share Exchange Plan Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock are down 13% to $215.52 in Wednesday morning trading after the Amsterdam-based AI cloud company announced a $4.5 billion convertible senior note offering paired with a share exchange plan tied to its existing converts.
View source ↗ - Newsreuters.com·48d ago·Neutral
Nebius plans $4.5 billion convertible debt sale to fund data centers, AI platform AI cloud provider Nebius Group said on Wednesday it plans to raise $4.5 billion through an offering of private convertible notes, as it seeks to ramp up investments in data centers and computing capacity.
View source ↗ - Newsbusinesswire.com·48d ago·Neutral
…ounces proposed private offering of $4.50 billion of convertible senior notes AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), the AI cloud company, today announced its intention to offer, subject to market and other conditions, $4.50 billion aggregate original principal amount of convertible senior notes, in two series: $2.75 billion aggregate original principal amount of convertible notes due 2030 (the “2030 Notes”) and $1.75 billion aggregate orig…
View source ↗ - Newsfool.com·48d ago·Neutral
Nebius Just Revealed the Most Important Number That Could Change the AI Stock's Investment Thesis Payback is becoming one of the most important metrics for Nebius investors. The economics behind the growth appear to be improving.
View source ↗ - Newsseekingalpha.com·48d ago·Neutral
…rong Buy As AI Cloud Growth Explodes Nebius Group delivered Q2 2026 revenue growth of 454% and a 40.6% adjusted EBITDA margin, driven by landmark AI cloud contracts. NBIS signed four major AI cloud deals with improved pricing, prepayment coverage, and sub-two-year paybacks, materially raising 2027–2028 earnings visibility. Guidance implies a steep H2 2026 ramp, requiring $1.01–$1.21B in quarterly revenue and $11.87–$16.87B in CapEx, with funding reliant on prepayments and capital markets.
View source ↗ - Newsbenzinga.com·48d ago·Positive
Nebius Stock Slides as Inflation Fears Grip Investors Nebius Group NV (NASDAQ:NBIS) shares are trading lower Tuesday as a broader retreat hits AI cloud stocks, with investors growing warier of high-growth names whose customers rely on borrowed capital to fund AI infrastructure spending, now that inflation worries and climbing bond yields are back in focus.
View source ↗ - Newsseekingalpha.com·49d ago·Neutral
…s underscore their prudent cash flow/balance sheet management, as they emerge as an outlier at a time of AI credit fears. The high-growth cadence has been baked into NBIS' premium EV/Sales of 21.12x - presenting a potential bull trap if the stock does not break out of the $280s.
View source ↗ - Newszacks.com·49d ago·Neutral
Will Nebius' Asset-Light Model Drive Further Margin Expansion in 2027? NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.
View source ↗ - Newsseekingalpha.com·50d ago·Positive
Nebius Is Back In The Bull Zone (Rating Upgrade) Nebius is upgraded to Buy as technicals and AI sector momentum signal further upside, despite elevated valuations. NBIS benefits from over $40B in customer commitments, asset-light partnerships, and expanding recurring revenue streams, supporting a durable growth thesis. Key risks include construction execution, high capital needs, potential shareholder dilution, and sensitivity to macro/geopolitical shocks or semiconductor market resets.
View source ↗ - Newsseekingalpha.com·50d ago·Neutral
Nebius' 366% Revenue Growth And Other Top AI Stocks With Short Squeeze Potential Nebius demonstrated how strong earnings and elevated short interest can combine to produce explosive upside when fundamentals challenge bearish expectations. Several heavily shorted AI-related stocks continue to exhibit strong fundamentals, improving earnings outlooks, and positive forward guidance. Seeking Alpha's Quant system can help identify Strong Buy stocks where elevated short interest creates potential for a
View source ↗ - Newsseekingalpha.com·50d ago·Positive
Nebius: Why It Post-Earnings Momentum Has Staying Power NBIS's most recent earnings release was a beat, boasting 454% revenue growth and positive operating cash flows. The company has multi-billion dollar contracts with Meta and Microsoft in the pipeline, which suggest that the growth will continue into the future. Valuation remains stretched at 53x sales and 7.4x book, but NBIS's growth trajectory and market positioning justify a bullish stance.
View source ↗ - Newsseekingalpha.com·50d ago·Positive
Nebius: Pricing Inflection Alters Narrative Nebius Group N.V. delivered a game-changing quarter, driving a bullish outlook with transformative AI data center pricing and capacity expansion. The AI data center company signed landmark AI cloud contracts at $20-25M/MW, doubling prior revenue targets and signaling robust demand and pricing power. Nebius increased contracted power guidance to 5 GW, with a simple target of $100B+ in annual revenue based solely on the new baseline of $20M/MW.
View source ↗ - Newsfool.com·50d ago·Positive
Nebius' Contracted Power Guidance Continues to Surge. Here's What That Means for the Stock. For Nebius to hit its 5-gigawatt target will require it to increase capital expenditures, but the company has a few ways to navigate its rising expenses. As Nebius realizes more revenue from its lucrative long-term deals, it will become less reliant on issuing debt.
View source ↗ - Newsseekingalpha.com·51d ago·Positive
Nebius: I'm Still Not Selling After 10x Nebius Group N.V.'s revenue surged 454% YoY to $582 million, while its core AI business reached a remarkable 50% adjusted EBITDA margin. Management could sell all planned 2027 capacity today yet is preserving capacity as short-term pricing reaches $40-$50 million per MW. Nebius raised contracted power to 5GW, although only 800MW-1GW should be connected by year-end, creating substantial 2027-2029 optionality.
View source ↗ - Newsseekingalpha.com·52d ago·Neutral
Nebius: Strong Momentum And Short Covering At Work Nebius Group N.V. has delivered >400% YoY sales growth, reaching a $3B run rate and fueling a tenfold share price increase in under two years. Nebius demonstrates strong EBITDA margins (40%) and conservative balance sheet management, with limited operating leases and net debt around $500M. Valuation is demanding at 28–33x sales, but Nebius boasts a $40B backlog, high-value contracts ($20–40M/MW), and aggressive capacity expansion.
View source ↗ - Newsseekingalpha.com·52d ago·Positive
Nebius: The AI Infrastructure Bottleneck Is Becoming A Profit Engine Nebius Group N.V. earns a Buy rating, driven by explosive AI cloud growth, robust demand, and a unique customer-funded expansion model. Q2 revenue surged 454% YOY to $582.3M, with AI cloud contributing $575M and adjusted EBITDA margin reaching 50%. NBIS secures long-term contracts with substantial upfront payments, accelerating capital recovery and enabling rapid infrastructure scaling.
View source ↗ - Newsseekingalpha.com·52d ago·Negative
The Neoclouds Are A Trade, Not An Investment Nebius Group and CoreWeave reported explosive Q2 growth, but I avoid long-term ownership due to capital structure fragility. NBIS's revenue soared 454% YoY, with a sharp pivot to profitability, yet heavy debt and asset depreciation create long-term risk.
View source ↗ - Newsseekingalpha.com·52d ago·Negative
Nebius: A Strong Quarter But Still Overvalued Nebius remains rated "Sell" due to its extreme valuation, despite recent operational and pricing strength. Q2 revenue surged 454% Y/Y to $582.3 million, with AI cloud driving 98% of sales and ARR reaching $3 billion. Customer prepayments now cover 50%-60% of contract costs, mitigating near-term funding risks and boosting operating cash flow to $2.3 billion.
View source ↗ - Newszacks.com·52d ago·Negative
Can South Wales Deployment Help Nebius Expand Its AI Cloud Footprint? NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.
View source ↗ - Newsseekingalpha.com·52d ago·Neutral
Nebius Has More Power, More Contracts, And More Upside Potential I'm reiterating Nebius Group as a Strong Buy with a raised price target from $342 to $454. NBIS delivered 454% y/y revenue growth to $582.3M and a 50% adjusted EBITDA margin in its AI cloud segment, exceeding prior margin assumptions. Customer prepayments now finance 50–60% of required capex, materially reducing execution and funding risks for NBIS's AI infrastructure buildout.
View source ↗ - Newsinvezz.com·52d ago·Neutral
Michael Burry shorts Nebius stock as a risky doji emerges after strong earnings Nebius stock bounced back this week, reaching its highest level since June 30 this year, up by 90% from its lowest point in July. It is slowly nearing its all-time high, helped by the ongoing demand for its products.
View source ↗ - Newsseekingalpha.com·52d ago·Positive
Nebius: The Q3 Auction Broke Its Own Price Ceiling (Rating Upgrade) Nebius ran its first capacity auction this quarter. It cleared 15% above the highest price the company has ever charged and 20% above its own quotes for Blackwell chips. Revenue grew 454% YoY and ARR 598%, but the full-year guidance didn't move a dollar. Customer prepayments Nebius hasn't delivered against yet have jumped $4.4 billion in six months. I make that about $4.50 of unbilled compute for every dollar actually booked.
View source ↗ - Newsseekingalpha.com·53d ago·Positive
Nebius Remains The King Of Compute Nebius Group N.V. strongly reinforced my bullish thesis in Q2, with Nebius AI revenue growing 514% year over year and annualized run-rate revenue reaching $3 billion. Customer prepayments, cheaper debt financing, and the new asset-light capacity model materially improve Nebius' funding profile as the infrastructure buildout accelerates. I see a credible path for Nebius to turn profitable before current consensus expectations, while continued rapid growth could
View source ↗ - Newsbenzinga.com·53d ago·Neutral
Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power For the past two years, investors have largely measured AI infrastructure companies by one metric: how quickly they can add more computing capacity. Nebius Group N.V.
View source ↗ - Newsmarketbeat.com·53d ago·Positive
Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy? Nebius Group NASDAQ: NBIS, one of the most exciting neocloud names in the world, exploded almost 34% on Aug. 12 following the release of its second-quarter results. The timing could hardly have been better for the company.
View source ↗ - Newszacks.com·53d ago·Neutral
Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth? NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
View source ↗ - News247wallst.com·53d ago·Negative
Nebius Surges to $255, Now What if You Didn't Own It? At $259.20, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) trades above Street consensus.
View source ↗ - Newszacks.com·53d ago·Negative
NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
View source ↗ - Newsfinbold.com·53d ago·Positive
Analysts update Nebius stock price target for next 12 months Nebius' (NASDAQ: NBIS) remarkable stock market rally in the wake of the neocloud's latest earnings led, by press time on August 13, to multiple analyst price target revisions, with a significant majority of the updates being bullish.
View source ↗ - Newsfinbold.com·54d ago·Negative
Nebius stock just crashed 4% overnight During the night between Wednesday and Thursday, the stock of the neocloud Nebius (NASDAQ: NBIS) lost more than $10 as it dropped 4.06% from $259.20 at the latest close to $248.68 at press time on August 13.
View source ↗ - Newsfool.com·54d ago·Negative
Michael Burry's Nebius Short Is Underwater After a 454% Revenue Quarter Nebius reported second-quarter revenue of $582.3 million, up 454% year over year. Michael Burry disclosed a short position in the stock at around $212 a share on Aug. 6; shares trade above $250 as of this writing.
View source ↗ - Newsfool.com·54d ago·Neutral
Why Nebius Stock Skyrocketed Today The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.
View source ↗ - Newsseekingalpha.com·54d ago·Negative
… To Explosive Cash Flow Nebius Group N.V. delivered 454% YoY revenue growth in Q2 2026, reaching $582 million, and achieved $236 million in positive adjusted EBITDA. NBIS exploits European AI infrastructure scarcity with a geographic arbitrage, leveraging regulatory barriers and local demand for low-latency, sovereign data processing. The asset-light model and advanced customer financing drive rapid, low-leverage expansion, with own capital surging to $10.34 billion and debt growth tightly contr…
View source ↗ - Newsfxempire.com·54d ago·Positive
Nebius Group (NBIS) Price Forecast: Breakout Opens Path Toward $395 Nebius breaks higher from a bullish reversal pattern, with strong volume supporting the move and technical targets pointing toward $395.
View source ↗
Earnings
Tue, Nov 10(in 5 weeks)
Consensus estimate $-0.79 per share
Typical surprise +24.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 12$-0.12 vs $-0.72beat
- Wed, May 13$-0.23 vs $-0.77beat
- Thu, Feb 12$-0.99 vs $-0.58miss
- Tue, Nov 11$-0.39 vs $-0.56beat
- Thu, Aug 7$-0.38 vs $-0.50beat
- Tue, May 20$-0.43 vs $-0.45beat
Estimates and results for NBIS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by NBIS officers and directors.
- Bought
- —
- Sold
- $181.2m
0 trades
84 trades
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
- Boynton John Wilson Ivsold
16 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.